Testimonials
Services
Video meeting . 30 mins
Tax Planning
Understand Your Tax Calculation In Simple Manner
Video meeting . 45 mins
Investment planning
Complete Investment Planning
Video meeting . 30 mins
Loans - Queries on Home Loan
All Loans Available - Know If To Pay Home Loan Or To Invest
Video meeting . 30 mins
5
Queries Regarding Finance , Wealth Creation
Solving Your Doubts Relating to Finances / Investments
About me
About My Profession :-
I believe money is not just about numbers—it’s about peace of mind, freedom, and creating possibilities.
As a Qualified Personal Finance Professional, I help individuals and families make smarter decisions with their money so they can live with security today and build wealth for tomorrow.
🔹 I specialize in:
Investments Planning
Wealth Creation & Goal Planning
Risk Management, Estate Planning
Record-Keeping & Analysis
Guiding Towards Financial Freedom
Over the years, I’ve guided clients in understanding not just how to grow their wealth, but also how to protect it. My focus is always on making finance simple, practical, and tailored to individual needs.
I also conduct Financial Planning & Wealth Management sessions, with the aim of spreading financial literacy and empowering people to take control of their financial journey.
What drives me the most is ensuring that no family has to face financial struggles during critical times. I believe financial freedom is not a dream—it’s a discipline, and with the right planning, it’s achievable for everyone.
Let's connect, If you are looking to create wealth, protect your family, or optimize taxes, work on your financial goals.
Mahendra Shetye
ARN :- 96416